Impact Communications is often on the road seeing clients, doing onsite PR and conference logistics, meeting with members of the press, or attending important meetings. Below you will find some scenes from recent activities as well as a list of upcoming cities and dates. If you will be in the vicinity, we'd love to say hello in person!
2023/2024/2025 Events
|
December 11, 2024
ThinkAdvisor's Luminaries Awards Las Vegas November 19-22, 2024
Schwab IMPACT San Francisco October 30 - November 1, 2024
NAPFA Fall Conference Nashville September 19, 2024
Onsite with Client Long Beach September 5, 2024
Photo / Video Shoot NYC August 21, 2024
FPA Symposium Kansas City December 15, 2023
Onsite with Client Chicago |
December 9 - 11, 2024
Market Counsel Summit Miami November 17-19, 2024
Photo / Video Shoot Long Beach September 15 - 18, 2024
Future Proof Festival Huntington Beach May 27 - 28, 2024
FPA NorCal San Francisco |
October 8 - 10, 2024
Financial Planning's Advise AI Las Vegas September 6, 2024
WealthManagement.com's "Wealthies" Gala Manhattan May 23 - 27, 2023
Wealth Management Edge Hollywood, Florida November 1, 2023
Onsite with Client Chicago |
|
November 28, 2023
Press Day with Client Manhattan |
2022 Events
|
December 5-8, 2022
MarketCounsel Summit Las Vegas |
December 1, 2022
Client Meetings Detroit |
November 17, 2022
ThinkAdvisor Luminiaries Gala New York |
|
November 15, 2022
Women to Watch (InvestmentNews) New York |
November 14, 2022
Women Adviser Summit (InvestmentNews) New York |
October 27, 2022
Dimensional Study Group Virtual |
|
September 28-30, 2022
Alliance of Comprehensive Planners Minneapolis |
September 21, 2022
FPA Greater Kansas City Kansas City |
September 8, 2022
Wealth Management Industry Awards New York |
|
August 31, 2022
FPA Greater Kansas City Kansas City |
July 26 2022
Social Advisors Training Session Virtual |
July 17, 2022
Women Advisers Summit (InvestmentNews) Denver |
|
June 15-17, 2022
Pershing Insite Dallas |
May 16-18, 2022
Morningstar Conference Chicago |
May 16-18, 2022
Social/Digital Hub Chicago & Virtual |
|
May 15-18, 2022
ACE Conference (IWI) Nashville |
May 4-6, 2022
Jolt! Conference Las Vegas |
May 2-5, 2022
T3 Conference Denton, TX |
|
April 25-28, 2022
FPA Retreat Lost Pines, TX |
March 3-4, 2022
Onsite with Bogart Wealth McClean, VA |
January 31, 2022
Investment Advisors Forum (IWI) Ft. Lauderdale |
|
January 21, 2022
IFG The Braintrust Advisor Consortium Atlanta |
January 12, 2022
Onsite with Advyzon Chicago |
^ Scenes from: WealthManagement.com's Annual Awards Dinner and Gala in Manhattan, September 2021 ^
2021 Events
|
November 12, 2021
Women to Watch, InvestmentNews Luncheon Manhattan |
November 8-12, 2021
Client / Media Meetings & Dinners Manhattan |
November 8-12, 2021
Women Advisors Summit, InvestmentNews Manhattan |
|
November 9, 2021
ThinkAdvisor Luminaries Gala and Dinner Manhattan |
October 26-28, 2021
ACP Annual Conference Atlanta |
October 6-8, 2021
Bob Veres' Insider's Forum Nashville |
|
September 23, 2021
Morningstar's Virtual Version of their Conference / The Social/Digital Hub |
September 22-24, 2021
Morningstar's Annual Conference and Staffing The Social/Digital Hub in Chicago |
September 9, 2021
WealthManagement.com's Annual Gala and Awards Ceremony in Manhattan |
|
August 12, 2021
Financial Exchange Network Virtual Event |
March 30, 2021
Marketing Webinar for FPA-MA Virtual Event |
February 10, 2021
Content Marketing Discussion with Veriday, UpContent and Fresh Finance Virtual Event |
|
Ongoing 2021
Swift Chat Podcast Series Virtual Learning |
Monthly 2021
ACP Marketing Webcasts Virtual Events |
Monthly 2021
NAPFA Mindset Mastery Podcast Series |
|
Monthly 2021
NAPFA Playbook Webcast Virtual Events |
Ongoing 2021
Swift Chat Video Series Virtual Learning |
^ Scenes from: The Social/Digital Hub at Morningstar's conference in Chicago, Sept. 2021 ^
2020 Events
|
February 5-6, 2020
Private Client Meetings Wayne, PA |
Feb 12 & 13, 2020
Dimensional Funds Study Groups x 2 New York City, NY |
Feb. 17-20, 2020
2020 T3 Advisor Conference San Diego, CA |
|
February 21, 2020
Private Client Meetings Minneapolis, MN |
Feb 24 & 25, 2020
Dimensional Funds Study Groups x 2 Atlanta, GA |
February 26, 2020
Private Client Meetings Atlanta, GA |
|
March 4, 2020
Executive Roundtable at Informa New York City, NY |
March 10, 2020 - POSTPONED
Dimensional Funds Study Group Tyson's Corner, VA |
March 11, 2020 - POSTPONED
Dimensional Hosted Gatherings Tyson's Corner, VA |
|
March 12, 2020 - POSTPONED
Dimensional Funds Study Group Philadelphia, PA |
March 26, 2020
NAPFA Playbook Webcast #1 Virtual Event |
April 15, 2020
NAPFA Genesis Webcast Virtual Event |
|
April 28, 2020
Holistiplan Webinar Virtual Event |
April 29, 2020
NAPFA Playbook Webcast #2 Virtual Event |
May 5, 2020
Remembering Jack Bogle Virtual Event |
|
May 5-9, 2020 - POSTPONED
NAPFA Spring Conference Denver, CO |
May 6-8, 2020 - POSTPONED
TradePMR Synergy Conference Orlando, FL |
May 13, 2020
WIFS Webcast Virtual Event |
|
May 14, 2020
NAPFA Playbook Webcast #3 Virtual Event |
May 27-30, 2020 - POSTPONED
Investments & Wealth Institute ACE Boston, MA |
June 3-5, 2020 - POSTPONED
Morningstar's Social/Digital Hub Chicago, IL |
|
June 10-12, 2020 - POSTPONED
Pershing Insite Chicago, IL |
June 24, 2020
NAPFA Playbook Webcast #4 Virtual Event |
July 21, 2020
NAPFA Playbook Webcast #5 Virtual Event |
|
July 23, 2020
Insiders Forum - Special Webinar Virtual Event |
August 19, 2020
NAPFA Playbook Webcast #6 Virtual Event |
September 16 & 17, 2020
Morningstar’s Social/Digital Hub Virtual Event |
|
September 30, 2020
NAPFA Playbook Webcast #7 Virtual Event |
October 6, 2020
NAPFA Playbook Webcast #8 Virtual Event |
October 21-23, 2020 - POSTPONED
T3 Enterprise Conference Las Vegas, NV |
|
Oct 21, 2020 - POSTPONED
Advisor Thought Leader Summit Atlanta, GA |
Oct 22-24, 2020
NAPFA Fall Conference Virtual Event |
October 28-30, 2020
ACP Annual Conference Virtual Event |
|
November 10, 2020
NAPFA Playbook Webcast #9 Virtual Event |
November 11,2020
Strategic Planning webinar with Joe Lukacs Virtual Event |
November 12, 2020
Catalyst & Connection Day Virtual Event via Pershing |
|
November 20, 2020
Conversations That Matter webcast Virtual Event via RIA Channel |
December 9 , 2020
NAPFA Playbook Webcast #10 Virtual Event |
Monthly 2020
NAPFA Mindset Mastery Podcast Series |
|
Monthly 2020
ACP Marketing Webcasts Virtual Events |
2019 Events
|
January 6-9, 2019
AICPA Summit Los Angeles |
January 15-16, 2019
Fiduciary Leaders Meeting Baltimore/DC |
January 29 – February 1, 2019
T3 Advisor Conference Dallas |
|
February 6-8, 2019
TD LINC Conference San Diego |
March 26-27, 2019
Dimensional Fund Advisors Santa Monica |
April 1-3, 2019
Tiburon CEO Summit New York City |
|
May 8, 2019
Oranj Evening Event Chicago |
May 8-10, 2019
Morningstar Investment Conference Chicago |
May 8-10, 2019
Carson Group / Excell Meeting Chicago |
|
May 22-24, 2019
TradePMR Synergy Conference Miami |
June 28, 2019
Dimensional Fund Advisors Santa Monica |
August 12 & 13, 2019
Advisor Thought Leader Summit Kansas City |
|
September 10-13, 2019
Insiders Forum Nashville |
September 12, 2019
Wealth Management Awards and Gala New York City |
October 7-10, 2019
Tiburon CEO Summit San Francisco |
|
October 28-30, 2019
2019 T3 Enterprise Conference Ft. Lauderdale |
Nov 7-8, 2019
Snappy Kraken Retreat Palm Cove, Florida |
Nov 12-15, 2019
ACP Annual Conference San Diego, CA |
|
Dec 5, 2019
Dimensional Funds Study Group Charlotte, North Carolina |
Dec 17, 2019
Dimensional Funds Study Group San Francisco, CA |
